Stephen Brian Falgoust
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
14 statesRegistered in
$19.6BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Park Avenue Securities LLCMay 2023 to now
- Guardian Life Insurance CompanyAug 2022 to now
- Northeast Financial NetworkMay 2022 to Aug 2022
- United Sleep DiagnosticsMay 2019 to May 2022
- Truetox LaboratoriesMay 2019 to Aug 2019
- Quinnipiac UniversityAug 2017 to May 2022
- Port Washington Skating CenterMay 2017 to Aug 2018
- Medallion Security Door & WindowMay 2017 to Aug 2017
- Locust Valley School DistrictMay 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 14 states (AR, AZ, FL, GA, IL, IN, LA, MA, NJ, NV, NY, PA, TX, VA).
Park Avenue Securities LLC
$19.6BAssets managed
82,118Clients
1,904Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7593365
- Firm CRD
- 46173